Home > Amerant Bank > Fiduciary and Related Services
Amerant Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $244,000 | 502 |
| Number of Managed Accounts | $240,000 | 443 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $748,753,000 | 288 |
| Managed Assets ($) | $746,489,000 | 248 |
| Non-managed Assets ($) | $2,264,000 | 640 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 378 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $245,000 | 344 |
| Number of Managed Accounts | $241,000 | 319 |
| Number of Non-Managed Accounts | $4,000 | 346 |
| Total fiduciary and related assets | $708,069,000 | 272 |
| Managed Assets ($) | $706,145,000 | 239 |
| Non-managed Assets ($) | $1,924,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 385 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 408 |
| Number of Managed Accounts | $242,000 | 377 |
| Number of Non-Managed Accounts | $4,000 | 409 |
| Total fiduciary and related assets | $734,068,000 | 279 |
| Managed Assets ($) | $732,082,000 | 243 |
| Non-managed Assets ($) | $1,986,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 366 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $248,000 | 352 |
| Number of Managed Accounts | $244,000 | 327 |
| Number of Non-Managed Accounts | $4,000 | 351 |
| Total fiduciary and related assets | $727,635,000 | 275 |
| Managed Assets ($) | $725,687,000 | 246 |
| Non-managed Assets ($) | $1,948,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 396 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 505 |
| Number of Managed Accounts | $248,000 | 445 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $705,811,000 | 291 |
| Managed Assets ($) | $703,850,000 | 257 |
| Non-managed Assets ($) | $1,961,000 | 688 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,544,000 | 374 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $255,000 | 362 |
| Number of Managed Accounts | $251,000 | 337 |
| Number of Non-Managed Accounts | $4,000 | 364 |
| Total fiduciary and related assets | $683,132,000 | 281 |
| Managed Assets ($) | $681,413,000 | 249 |
| Non-managed Assets ($) | $1,719,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,930,000 | 373 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $255,000 | 389 |
| Number of Managed Accounts | $251,000 | 358 |
| Number of Non-Managed Accounts | $4,000 | 387 |
| Total fiduciary and related assets | $702,530,000 | 253 |
| Managed Assets ($) | $700,669,000 | 219 |
| Non-managed Assets ($) | $1,861,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 329 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $255,000 | 329 |
| Number of Managed Accounts | $251,000 | 303 |
| Number of Non-Managed Accounts | $4,000 | 326 |
| Total fiduciary and related assets | $751,383,000 | 244 |
| Managed Assets ($) | $749,186,000 | 217 |
| Non-managed Assets ($) | $2,197,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $633,000 | 335 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $259,000 | 465 |
| Number of Managed Accounts | $255,000 | 410 |
| Number of Non-Managed Accounts | $4,000 | 706 |
| Total fiduciary and related assets | $779,496,000 | 254 |
| Managed Assets ($) | $777,136,000 | 219 |
| Non-managed Assets ($) | $2,360,000 | 648 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,755,000 | 315 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $256,000 | 323 |
| Number of Managed Accounts | $252,000 | 302 |
| Number of Non-Managed Accounts | $4,000 | 315 |
| Total fiduciary and related assets | $757,626,000 | 242 |
| Managed Assets ($) | $754,891,000 | 215 |
| Non-managed Assets ($) | $2,735,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,966,000 | 322 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $258,000 | 372 |
| Number of Managed Accounts | $254,000 | 348 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $755,754,000 | 250 |
| Managed Assets ($) | $752,683,000 | 220 |
| Non-managed Assets ($) | $3,071,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 314 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $257,000 | 325 |
| Number of Managed Accounts | $253,000 | 306 |
| Number of Non-Managed Accounts | $4,000 | 316 |
| Total fiduciary and related assets | $720,029,000 | 242 |
| Managed Assets ($) | $716,825,000 | 221 |
| Non-managed Assets ($) | $3,204,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $640,000 | 319 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $254,000 | 476 |
| Number of Managed Accounts | $249,000 | 415 |
| Number of Non-Managed Accounts | $5,000 | 706 |
| Total fiduciary and related assets | $727,524,000 | 250 |
| Managed Assets ($) | $723,976,000 | 218 |
| Non-managed Assets ($) | $3,548,000 | 623 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,746,000 | 297 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 324 |
| Number of Managed Accounts | $247,000 | 304 |
| Number of Non-Managed Accounts | $5,000 | 316 |
| Total fiduciary and related assets | $695,658,000 | 239 |
| Managed Assets ($) | $691,480,000 | 208 |
| Non-managed Assets ($) | $4,178,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,086,000 | 295 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $255,000 | 371 |
| Number of Managed Accounts | $250,000 | 349 |
| Number of Non-Managed Accounts | $5,000 | 369 |
| Total fiduciary and related assets | $682,006,000 | 245 |
| Managed Assets ($) | $677,572,000 | 208 |
| Non-managed Assets ($) | $4,434,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,383,000 | 295 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $255,000 | 326 |
| Number of Managed Accounts | $250,000 | 304 |
| Number of Non-Managed Accounts | $5,000 | 319 |
| Total fiduciary and related assets | $630,002,000 | 237 |
| Managed Assets ($) | $625,603,000 | 200 |
| Non-managed Assets ($) | $4,399,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 296 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $260,000 | 479 |
| Number of Managed Accounts | $254,000 | 415 |
| Number of Non-Managed Accounts | $6,000 | 714 |
| Total fiduciary and related assets | $712,898,000 | 244 |
| Managed Assets ($) | $706,731,000 | 203 |
| Non-managed Assets ($) | $6,167,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,673,000 | 298 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $266,000 | 330 |
| Number of Managed Accounts | $260,000 | 307 |
| Number of Non-Managed Accounts | $6,000 | 318 |
| Total fiduciary and related assets | $701,839,000 | 234 |
| Managed Assets ($) | $696,336,000 | 200 |
| Non-managed Assets ($) | $5,503,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 303 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $272,000 | 363 |
| Number of Managed Accounts | $266,000 | 338 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $715,026,000 | 233 |
| Managed Assets ($) | $707,853,000 | 199 |
| Non-managed Assets ($) | $7,173,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 303 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $268,000 | 368 |
| Number of Managed Accounts | $262,000 | 341 |
| Number of Non-Managed Accounts | $6,000 | 359 |
| Total fiduciary and related assets | $693,428,000 | 234 |
| Managed Assets ($) | $685,995,000 | 200 |
| Non-managed Assets ($) | $7,433,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,000 | 295 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $269,000 | 481 |
| Number of Managed Accounts | $263,000 | 410 |
| Number of Non-Managed Accounts | $6,000 | 738 |
| Total fiduciary and related assets | $659,976,000 | 236 |
| Managed Assets ($) | $651,449,000 | 200 |
| Non-managed Assets ($) | $8,527,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,645,000 | 301 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $273,000 | 364 |
| Number of Managed Accounts | $267,000 | 339 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $705,898,000 | 236 |
| Managed Assets ($) | $696,415,000 | 196 |
| Non-managed Assets ($) | $9,483,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,026,000 | 295 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $275,000 | 367 |
| Number of Managed Accounts | $269,000 | 343 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $777,069,000 | 221 |
| Managed Assets ($) | $767,212,000 | 185 |
| Non-managed Assets ($) | $9,857,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 296 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $271,000 | 370 |
| Number of Managed Accounts | $265,000 | 343 |
| Number of Non-Managed Accounts | $6,000 | 365 |
| Total fiduciary and related assets | $691,436,000 | 238 |
| Managed Assets ($) | $680,654,000 | 195 |
| Non-managed Assets ($) | $10,782,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 299 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $276,000 | 480 |
| Number of Managed Accounts | $270,000 | 408 |
| Number of Non-Managed Accounts | $6,000 | 766 |
| Total fiduciary and related assets | $736,473,000 | 229 |
| Managed Assets ($) | $725,365,000 | 189 |
| Non-managed Assets ($) | $11,108,000 | 548 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,747,000 | 289 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $267,000 | 368 |
| Number of Managed Accounts | $261,000 | 343 |
| Number of Non-Managed Accounts | $6,000 | 353 |
| Total fiduciary and related assets | $725,985,000 | 226 |
| Managed Assets ($) | $715,023,000 | 188 |
| Non-managed Assets ($) | $10,962,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 289 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $270,000 | 366 |
| Number of Managed Accounts | $263,000 | 341 |
| Number of Non-Managed Accounts | $7,000 | 354 |
| Total fiduciary and related assets | $730,141,000 | 222 |
| Managed Assets ($) | $719,323,000 | 180 |
| Non-managed Assets ($) | $10,818,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,399,000 | 284 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $266,000 | 368 |
| Number of Managed Accounts | $258,000 | 344 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $730,024,000 | 221 |
| Managed Assets ($) | $703,127,000 | 182 |
| Non-managed Assets ($) | $26,897,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 279 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $267,000 | 490 |
| Number of Managed Accounts | $260,000 | 413 |
| Number of Non-Managed Accounts | $7,000 | 764 |
| Total fiduciary and related assets | $693,642,000 | 226 |
| Managed Assets ($) | $666,903,000 | 188 |
| Non-managed Assets ($) | $26,739,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,590,000 | 287 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $406,000 | 329 |
| Number of Managed Accounts | $399,000 | 292 |
| Number of Non-Managed Accounts | $7,000 | 364 |
| Total fiduciary and related assets | $693,090,000 | 225 |
| Managed Assets ($) | $666,127,000 | 185 |
| Non-managed Assets ($) | $26,963,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,971,000 | 287 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $258,000 | 373 |
| Number of Managed Accounts | $251,000 | 344 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $664,733,000 | 231 |
| Managed Assets ($) | $637,370,000 | 192 |
| Non-managed Assets ($) | $27,363,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 288 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $250,000 | 376 |
| Number of Managed Accounts | $243,000 | 347 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $644,550,000 | 233 |
| Managed Assets ($) | $616,653,000 | 195 |
| Non-managed Assets ($) | $27,897,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 296 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $253,000 | 510 |
| Number of Managed Accounts | $243,000 | 427 |
| Number of Non-Managed Accounts | $10,000 | 762 |
| Total fiduciary and related assets | $631,826,000 | 235 |
| Managed Assets ($) | $603,090,000 | 197 |
| Non-managed Assets ($) | $28,736,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,702,000 | 286 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 373 |
| Number of Managed Accounts | $244,000 | 344 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $611,624,000 | 236 |
| Managed Assets ($) | $583,785,000 | 197 |
| Non-managed Assets ($) | $27,839,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 287 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $254,000 | 374 |
| Number of Managed Accounts | $245,000 | 345 |
| Number of Non-Managed Accounts | $9,000 | 363 |
| Total fiduciary and related assets | $646,351,000 | 237 |
| Managed Assets ($) | $617,440,000 | 198 |
| Non-managed Assets ($) | $28,911,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 290 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 376 |
| Number of Managed Accounts | $242,000 | 346 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $692,644,000 | 228 |
| Managed Assets ($) | $663,496,000 | 185 |
| Non-managed Assets ($) | $29,148,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000 | 305 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $252,000 | 522 |
| Number of Managed Accounts | $241,000 | 432 |
| Number of Non-Managed Accounts | $11,000 | 792 |
| Total fiduciary and related assets | $641,730,000 | 241 |
| Managed Assets ($) | $612,340,000 | 196 |
| Non-managed Assets ($) | $29,390,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,748,000 | 284 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $249,000 | 379 |
| Number of Managed Accounts | $238,000 | 352 |
| Number of Non-Managed Accounts | $11,000 | 359 |
| Total fiduciary and related assets | $662,503,000 | 235 |
| Managed Assets ($) | $634,623,000 | 189 |
| Non-managed Assets ($) | $27,880,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,079,000 | 284 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 379 |
| Number of Managed Accounts | $235,000 | 350 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $669,027,000 | 233 |
| Managed Assets ($) | $645,647,000 | 186 |
| Non-managed Assets ($) | $23,380,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 303 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $245,000 | 381 |
| Number of Managed Accounts | $234,000 | 351 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $637,792,000 | 235 |
| Managed Assets ($) | $609,249,000 | 189 |
| Non-managed Assets ($) | $28,543,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 303 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 526 |
| Number of Managed Accounts | $233,000 | 439 |
| Number of Non-Managed Accounts | $13,000 | 773 |
| Total fiduciary and related assets | $633,401,000 | 233 |
| Managed Assets ($) | $603,523,000 | 188 |
| Non-managed Assets ($) | $29,878,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 303 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $238,000 | 363 |
| Number of Managed Accounts | $226,000 | 337 |
| Number of Non-Managed Accounts | $12,000 | 341 |
| Total fiduciary and related assets | $598,220,000 | 239 |
| Managed Assets ($) | $566,321,000 | 190 |
| Non-managed Assets ($) | $31,899,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 307 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $236,000 | 364 |
| Number of Managed Accounts | $223,000 | 337 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $559,721,000 | 246 |
| Managed Assets ($) | $522,048,000 | 193 |
| Non-managed Assets ($) | $37,673,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 308 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $380,000 | 336 |
| Number of Managed Accounts | $365,000 | 296 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $552,055,000 | 246 |
| Managed Assets ($) | $514,093,000 | 198 |
| Non-managed Assets ($) | $37,962,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 312 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $228,000 | 554 |
| Number of Managed Accounts | $215,000 | 453 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $528,630,000 | 247 |
| Managed Assets ($) | $497,534,000 | 196 |
| Non-managed Assets ($) | $31,096,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,985,000 | 310 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $233,000 | 354 |
| Number of Managed Accounts | $221,000 | 329 |
| Number of Non-Managed Accounts | $12,000 | 333 |
| Total fiduciary and related assets | $507,165,000 | 253 |
| Managed Assets ($) | $476,397,000 | 201 |
| Non-managed Assets ($) | $30,768,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,451,000 | 312 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $217,000 | 356 |
| Number of Managed Accounts | $204,000 | 329 |
| Number of Non-Managed Accounts | $13,000 | 332 |
| Total fiduciary and related assets | $471,789,000 | 255 |
| Managed Assets ($) | $440,300,000 | 209 |
| Non-managed Assets ($) | $31,489,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 314 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $204,000 | 356 |
| Number of Managed Accounts | $190,000 | 329 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $475,216,000 | 254 |
| Managed Assets ($) | $437,986,000 | 214 |
| Non-managed Assets ($) | $37,230,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $463,000 | 320 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $202,000 | 597 |
| Number of Managed Accounts | $187,000 | 495 |
| Number of Non-Managed Accounts | $15,000 | 765 |
| Total fiduciary and related assets | $444,300,000 | 256 |
| Managed Assets ($) | $402,656,000 | 220 |
| Non-managed Assets ($) | $41,644,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,858,000 | 277 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $200,000 | 364 |
| Number of Managed Accounts | $185,000 | 334 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $405,227,000 | 260 |
| Managed Assets ($) | $373,739,000 | 223 |
| Non-managed Assets ($) | $31,488,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 289 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $198,000 | 368 |
| Number of Managed Accounts | $184,000 | 338 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $427,286,000 | 266 |
| Managed Assets ($) | $393,568,000 | 225 |
| Non-managed Assets ($) | $33,718,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 293 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $195,000 | 374 |
| Number of Managed Accounts | $181,000 | 344 |
| Number of Non-Managed Accounts | $14,000 | 351 |
| Total fiduciary and related assets | $419,824,000 | 264 |
| Managed Assets ($) | $383,873,000 | 227 |
| Non-managed Assets ($) | $35,951,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 295 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $194,000 | 625 |
| Number of Managed Accounts | $180,000 | 516 |
| Number of Non-Managed Accounts | $14,000 | 821 |
| Total fiduciary and related assets | $421,841,000 | 262 |
| Managed Assets ($) | $357,684,000 | 234 |
| Non-managed Assets ($) | $64,157,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,492,000 | 225 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $189,000 | 360 |
| Number of Managed Accounts | $173,000 | 331 |
| Number of Non-Managed Accounts | $16,000 | 331 |
| Total fiduciary and related assets | $827,000 | 408 |
| Managed Assets ($) | $343,000 | 389 |
| Non-managed Assets ($) | $484,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,813,000 | 225 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $182,000 | 363 |
| Number of Managed Accounts | $166,000 | 333 |
| Number of Non-Managed Accounts | $16,000 | 334 |
| Total fiduciary and related assets | $764,000 | 410 |
| Managed Assets ($) | $316,000 | 389 |
| Non-managed Assets ($) | $448,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,174,000 | 231 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $289,000 | 350 |
| Number of Managed Accounts | $273,000 | 311 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $773,000 | 415 |
| Managed Assets ($) | $702,000 | 391 |
| Non-managed Assets ($) | $71,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 239 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $166,000 | 686 |
| Number of Managed Accounts | $153,000 | 567 |
| Number of Non-Managed Accounts | $13,000 | 861 |
| Total fiduciary and related assets | $765,614,000 | 180 |
| Managed Assets ($) | $666,920,000 | 149 |
| Non-managed Assets ($) | $98,694,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 247 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $156,000 | 364 |
| Number of Managed Accounts | $142,000 | 332 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $759,414,000 | 181 |
| Managed Assets ($) | $654,979,000 | 153 |
| Non-managed Assets ($) | $104,435,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,428,000 | 255 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $145,000 | 374 |
| Number of Managed Accounts | $132,000 | 341 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $690,291,000 | 184 |
| Managed Assets ($) | $589,396,000 | 157 |
| Non-managed Assets ($) | $100,895,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 265 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $136,000 | 374 |
| Number of Managed Accounts | $124,000 | 342 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $635,387,000 | 188 |
| Managed Assets ($) | $542,183,000 | 160 |
| Non-managed Assets ($) | $93,204,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 269 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $130,000 | 780 |
| Number of Managed Accounts | $120,000 | 655 |
| Number of Non-Managed Accounts | $10,000 | 911 |
| Total fiduciary and related assets | $658,030,000 | 191 |
| Managed Assets ($) | $518,550,000 | 169 |
| Non-managed Assets ($) | $139,480,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,782,000 | 288 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $116,000 | 403 |
| Number of Managed Accounts | $106,000 | 377 |
| Number of Non-Managed Accounts | $10,000 | 372 |
| Total fiduciary and related assets | $677,426,000 | 199 |
| Managed Assets ($) | $540,060,000 | 172 |
| Non-managed Assets ($) | $137,366,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,303,000 | 298 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $113,000 | 409 |
| Number of Managed Accounts | $103,000 | 383 |
| Number of Non-Managed Accounts | $10,000 | 378 |
| Total fiduciary and related assets | $645,352,000 | 216 |
| Managed Assets ($) | $516,847,000 | 186 |
| Non-managed Assets ($) | $128,505,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 308 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $106,000 | 411 |
| Number of Managed Accounts | $95,000 | 386 |
| Number of Non-Managed Accounts | $11,000 | 378 |
| Total fiduciary and related assets | $639,540,000 | 220 |
| Managed Assets ($) | $524,143,000 | 189 |
| Non-managed Assets ($) | $115,397,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 325 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $102,000 | 870 |
| Number of Managed Accounts | $91,000 | 742 |
| Number of Non-Managed Accounts | $11,000 | 903 |
| Total fiduciary and related assets | $651,452,000 | 222 |
| Managed Assets ($) | $518,720,000 | 190 |
| Non-managed Assets ($) | $132,732,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,319,000 | 358 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $94,000 | 399 |
| Number of Managed Accounts | $84,000 | 372 |
| Number of Non-Managed Accounts | $10,000 | 371 |
| Total fiduciary and related assets | $616,524,000 | 228 |
| Managed Assets ($) | $508,116,000 | 198 |
| Non-managed Assets ($) | $108,408,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 368 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $83,000 | 407 |
| Number of Managed Accounts | $74,000 | 380 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $574,574,000 | 246 |
| Managed Assets ($) | $486,556,000 | 208 |
| Non-managed Assets ($) | $88,018,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 383 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $66,000 | 415 |
| Number of Managed Accounts | $58,000 | 391 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $518,073,000 | 255 |
| Managed Assets ($) | $448,225,000 | 213 |
| Non-managed Assets ($) | $69,848,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,000 | 402 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $62,000 | 1,024 |
| Number of Managed Accounts | $55,000 | 892 |
| Number of Non-Managed Accounts | $7,000 | 1,013 |
| Total fiduciary and related assets | $512,517,000 | 253 |
| Managed Assets ($) | $442,978,000 | 212 |
| Non-managed Assets ($) | $69,539,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 499 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 500 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 529 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,000 | 572 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $20,000 | 1,359 |
| Number of Managed Accounts | $5,000 | 1,443 |
| Number of Non-Managed Accounts | $15,000 | 900 |
| Total fiduciary and related assets | $29,414,000 | 924 |
| Managed Assets ($) | $4,403,000 | 1,229 |
| Non-managed Assets ($) | $25,011,000 | 466 |
| Memoranda | ||
| Gross Fiduciary activities income | $500,000 | 585 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 561 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $264,000 | 567 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 605 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,000 | 1,504 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $10,000 | 984 |
| Total fiduciary and related assets | $10,031,000 | 1,148 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $10,031,000 | 644 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000 | 1,241 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000 | 1,173 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000 | 1,121 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,247 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 1,764 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $5,246,000 | 1,326 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $5,246,000 | 794 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,000 | 1,231 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |